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OneAscent Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

OneAscent Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.25M Buy
24,752
+14,480
+141% +$728K 0.46% 25
2025
Q1 		$517K Buy
+10,272
New +$517K 0.22% 47